HILLSDALE INVESTMENT MANAGEMENT INC.
AUM Over Time
Discretionary
Non-Discretionary
At a Glance
| Total AUM | $7.77B |
| Discretionary | $7.77B100% of AUM |
| Client Accounts | 230 |
| Avg Account Size | $33.8M |
| Employees | 46 |
| Peak AUM | $7.77BMar 2026 |
| AUM CAGR | +18.5% /yrover 20 yrs · 29 filings |
Firm Change Matrix
| Metric | Latest | 1Y | 3Y CAGR | 5Y CAGR | Trend |
|---|---|---|---|---|---|
Firm Scale | |||||
| Total AUM | $7.8B | +74.2% | +42.2% | +23.4% | |
| Discretionary AUM | |||||
Key Metrics
| Total AUM | $7.77B |
| Discretionary | $7.77B |
| Employees | 46 |
| Client Accounts | 230 |
Contact & Location
Address
1 FIRST CANADIAN PLACE, 100 KING STREET WEST
TORONTO M5X 1E4
Canada
Phone
416-913-3900
Filing History
29 ADV Part 1 submissions
Fee Structure
% of AUMPerformance Fees
Advisory Services
Portfolio Mgmt (Individuals)Portfolio Mgmt (Institutional)Pension Consulting
Growth
AUM Growth Rate (Annualized YoY %)
Firm Profile
Normalized 0–100 scores across six dimensions.
Discretionary vs Non-Discretionary
Discretionary
$7.8B
100.0% of AUM
Non-Discretionary
$0
0.0% of AUM
Disc. mix ▲ 0.0pp vs 1 year ago
Discretionary
Non-Discretionary
Average Account Size
AUM per Employee
Headcount Over Time
Total Employees
Advisory Staff
Clients
Client Account Growth
Total Accounts
Discretionary
Non-Discretionary
Clients by Type (Latest)
Client Type Mix Over Time
High Net Worth
Individuals
Pooled Vehicles
Corporations
Government
Risk & Structure
Regulatory Disclosures
✓ Clean RecordNo regulatory disclosures
Custody
Bank CustodyBroker-Dealer CustodySurprise Exam
Structure
No related registrations reported